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Doliver Advisors’s McDonald's MCD Stock Holding History

Doliver Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Sell
4,121
-22
-0.5% -$6.31K 0.25% 63
2026
Q1 		$1.29M Sell
4,143
-257
-6% -$81.9K 0.29% 56
2025
Q4 		$1.34M Buy
4,400
+16
+0.4% +$4.9K 0.34% 55
2025
Q3 		$1.33M Buy
4,384
+4
+0.1% +$1.22K 0.34% 50
2025
Q2 		$1.28M Sell
4,380
-398
-8% -$123K 0.35% 50
2025
Q1 		$1.49M Buy
4,778
+322
+7% +$96.3K 0.42% 38
2024
Q4 		$1.29M Buy
4,456
+180
+4% +$53.7K 0.36% 48
2024
Q3 		$1.3M Sell
4,276
-13
-0.3% -$3.58K 0.36% 50
2024
Q2 		$1.09M Buy
4,289
+44
+1% +$11.7K 0.31% 56
2024
Q1 		$1.2M Sell
4,245
-59
-1% -$17.2K 0.34% 56
2023
Q4 		$1.28M Buy
4,304
+262
+6% +$71.3K 0.39% 49
2023
Q3 		$1.06M Buy
4,042
+86
+2% +$24.5K 0.32% 54
2023
Q2 		$1.18M Sell
3,956
-28
-0.7% -$8.13K 0.36% 54
2023
Q1 		$1.11M Buy
3,984
+114
+3% +$30.5K 0.35% 46
2022
Q4 		$1.02M Hold
3,870
– – 0.34% 50
2022
Q3 		$893K Sell
3,870
-101
-3% -$25.8K 0.33% 54
2022
Q2 		$980K Sell
3,971
-160
-4% -$39.4K 0.35% 51
2022
Q1 		$1.02M Sell
4,131
-262
-6% -$65.3K 0.32% 58
2021
Q4 		$1.14M Sell
4,393
-349
-7% -$88.1K 0.36% 45
2021
Q3 		$1.14M Buy
4,742
+1,499
+46% +$358K 0.38% 51
2021
Q2 		$749K Buy
3,243
+165
+5% +$38.4K 0.25% 70
2021
Q1 		$690K Buy
3,078
+448
+17% +$95.8K 0.26% 65
2020
Q4 		$564K Buy
2,630
+653
+33% +$142K 0.25% 68
2020
Q3 		$434K Buy
1,977
+100
+5% +$20.5K 0.22% 80
2020
Q2 		$346K Buy
1,877
+291
+18% +$53.4K 0.15% 89
2020
Q1 		$295K Sell
1,586
-448
-22% -$88.3K 0.15% 80
2019
Q4 		$402K Buy
+2,034
New +$403K 0.16% 59

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Doliver Advisors's MCD Position: Q2 2026 in Review

Doliver Advisors reduced its McDonald's (MCD) stake by 0.53% in Q2 2026, selling an estimated $6.31K and leaving 4,121 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #63.

Doliver Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Doliver Advisors held 4,121 shares of McDonald's worth $1.11M as of Q2 2026.
  • Doliver Advisors sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.25% of Doliver Advisors's portfolio in Q2 2026, its #63 holding.
  • Doliver Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Doliver Advisors's McDonald's position peaked at $1.49M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.